Month: October 2025
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Byrne-Wheeler Report, Episode 2
I’ve suspended my solo YouTube channel to focus on the Byrne-Wheeler report. In this, our second pilot episode, we discuss the Nvidia-Intel and the rumored Nvidia-Enfabrica deals, Upscale emerging from stealth, and the MediaTek and Qualcomm smartphone chips.
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AMD Inks OpenAI Deal
OpenAI has agreed to buy AMD AI accelerators; in exchange, AMD grants it warrants for about 10% of the company. Somehow, this will be accretive to AMD. Spanning five years, the deal calls for OpenAI to purchase 6 gigawatts of AMD-based hardware. The first 1 GW tranche will deploy in the second half of next…
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Never Mind the Agentic Bollocks, Here’s the Snapdragon
Revised CPUs, a bigger NPU, and improved multimedia functions mark Qualcomm’s Snapdragon 8 Elite Gen 5 smartphone processor. The same CPUs propel the Snapdragon X2 PC processor to 5 GHz.